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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,832 | $51,638+66.2% | $129,406-33.7% | $80,959+6.0% |
| Participation rate | 9.2% | 56.9%-47.7pp | 69.6%-60.5pp | 67.7%-58.5pp |
| Annual return | 12.24% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $661 | $2,670-75.2% | $4,167-84.1% | $4,300-84.6% |
| Admin fee / account holder | $5,557 | $4,313+28.8% | $7,689-27.7% | $6,925-19.8% |